Platform
The Longevity Intelligence Layer
Identify transition risks and surface advisory opportunities — automatically.
01
Continuous Discovery
Capture the life-stage data that usually falls through the cracks — health, purpose, family, transitions — without adding headcount.
02
Early Signals
Spot the non-financial events that move assets before they happen, so you're the first call when a client's life changes.
03
Modular Deployment
Run the full platform with Aggie engaging clients directly — or run the intelligence layer on its own, from your existing client data.
Built for advisors, not instead of them. The intelligence layer fits the way your firm already works.
Firm-Wide Client Oversight
Get an instant, high-level view of your entire book of business. See exactly how many clients are engaging, track the status of longevity plans across the firm, and monitor advisor activity in real time without digging through individual files.
Proactive Advisor Alerts
Never miss a milestone. The platform identifies life transition signals early, ensuring you are the "First Call" when your clients need you most.
Integrated Longevity Assessment
Evaluates non-financial healthspan drivers to identify transition risks and capture vital life-stage data for clients in their 50s, 60s, and beyond.
Compliant AI Engagement
Aggie, our secure AI agent, provides 24/7 voice and chat coaching. Purpose-built for financial services, it ensures all interactions are logged, monitored, and compliant with industry standards.
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Common Questions
Everything you need to know
Ready to become your clients' first call?
See how Ingagers fits into your practice—and what your clients experience.